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Underwriting high-net-worth life insurance requires deep expertise to manage risks in premium financing, estate planning, and charitable giving strategies.
Life insurance can be a financial planning tool for individuals, corporations or other entities.
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Showing 1-10 of 45 Results
- AdvisorArticle
Mortality drivers in Canada
From the leading risk to a threat on the rise: Here’s what you need to know.
Katarina Nikolic
Vice President & Chief Corporate Underwriter, BMO Insurance
- AdvisorArticle
Tax Characteristics of Segregated Fund Contracts
While their investment characteristics mean they are often compared to mutual funds, segregated funds have their own unique tax attributes that are important to understand.
- AdvisorArticle
Evolving field underwriting with Rovr AI
At BMO Insurance, we’re continually evolving through digital transformation and advisor empowerment.
Katarina Nikolic
Vice President & Chief Corporate Underwriter
- ClientArticle
Life insurance owned by a trust
Trusts can differ from one another in significant ways. Here are some important tax considerations involved in transfers of trust-owned insurance.
- ClientArticle
Critical illness insurance can provide a financial safety net
Learn about the cost of getting sick and what you can do about it.
- ClientArticle
Life insurance claims with BMO Insurance: Here’s what you need to know
BMO Insurance has a strong track record of paying life insurance claims. Learn how the claims process works.
- ClientArticle
Can Mary (65) and John (65) guarantee their income will last?
Learn how income annuities can help you beat retirement risks.
- ClientArticle
Budget 2024 implications and your wealth
The federal government’s 2024 budget includes measures that could impact your wealth – and your legacy. Learn more about the implications and actions you can take.
- AdvisorArticle
End-to-end digital application processing
Here’s how we digitally support you from end-to-end (application to delivery).
- ClientArticle
Early discovery benefits
Learn what they are and how they can help protect your finances (and your health).
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